 苹果AAPL |
| 7.59% | 7.67% | $3,971.4万 | 13.7万股 | $3,969.8万 | 15.6万股 | -1.9万股-12.26% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 6.04% | 6.17% | $3,160.2万 | 6.3万股 | $3,191.6万 | 6.7万股 | -3,448股-5.18% | 减仓 |
| IiShares安硕信托IVV |
| 5.88% | 3.98% | $3,074.6万 | 4.1万股 | $2,058.7万 | 3.2万股 | +9,540股+30.27% | 加仓 |
| IiShares安硕信托DGRO |
| 2.86% | 2.92% | $1,497.5万 | 19.8万股 | $1,509.9万 | 21.5万股 | -1.8万股-8.17% | 减仓 |
| I景顺QQQ信托VOO |
| 2.77% | 2.17% | $1,446.3万 | 2.0万股 | $1,121.0万 | 1.9万股 | +218股+1.12% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 2.44% | 2.19% | $1,274.2万 | 34.9万股 | $1,133.5万 | 33.6万股 | +1.3万股+3.92% | 加仓 |
 英伟达NVDA |
| 2.04% | 1.98% | $1,068.0万 | 5.3万股 | $1,026.7万 | 5.9万股 | -5,494股-9.33% | 减仓 |
| EEA SERIES TRUSTBFLB |
| 1.94% | 1.76% | $1,015.0万 | 18.6万股 | $909.8万 | 18.3万股 | +3,664股+2.00% | 加仓 |
 亚马逊AMZN |
| 1.84% | 2% | $961.1万 | 4.0万股 | $1,036.4万 | 5.0万股 | -9,436股-18.96% | 减仓 |
| S道富SPYM |
| 1.79% | 0.99% | $935.9万 | 10.7万股 | $514.2万 | 6.7万股 | +3.9万股+58.53% | 加仓 |
| IiShares安硕信托IVW |
| 1.62% | 1.34% | $847.6万 | 6.2万股 | $693.8万 | 6.1万股 | +286股+0.47% | 加仓 |
| G通用动力VTI |
| 1.59% | 1.81% | $829.2万 | 2.2万股 | $934.4万 | 2.9万股 | -6,716股-23.06% | 减仓 |
| VVanEck·CLO ETFCLOI |
| 1.52% | 1.65% | $796.5万 | 15.0万股 | $851.9万 | 16.2万股 | -1.1万股-6.94% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.4% | 1.31% | $731.8万 | 4.6万股 | $678.9万 | 4.6万股 | +466股+1.02% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.39% | 1.42% | $727.4万 | 7.5万股 | $734.9万 | 9.1万股 | -1.6万股-17.34% | 减仓 |
| IiShares安硕信托AGG |
| 1.29% | 0.54% | $674.4万 | 6.8万股 | $280.4万 | 2.8万股 | +4.0万股+141.20% | 加仓 |
 好市多COST |
| 1.17% | 1.54% | $612.9万 | 6,552股 | $794.7万 | 7,976股 | -1,424股-17.85% | 减仓 |
| S嘉信策略信托SCHD |
| 1.17% | 1.11% | $610.5万 | 19.3万股 | $573.7万 | 18.7万股 | +5,529股+2.96% | 加仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 1.12% | 0.55% | $587.3万 | 7.5万股 | $285.6万 | 4.2万股 | +3.4万股+80.03% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.12% | 0.46% | $585.3万 | 12.5万股 | $238.1万 | 5.1万股 | +7.4万股+146.50% | 加仓 |
 微软MSFT |
| 1.09% | 1% | $572.2万 | 1.5万股 | $519.5万 | 1.4万股 | +1,305股+9.30% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.08% | 1.14% | $567.5万 | 8.4万股 | $591.7万 | 9.3万股 | -8,613股-9.30% | 减仓 |
 摩根大通JPM |
| 1.08% | 1.08% | $565.6万 | 1.7万股 | $557.8万 | 1.9万股 | -1,683股-8.88% | 减仓 |
| PPGIM AAAPAAA |
| 1.07% | 1.19% | $557.2万 | 10.9万股 | $613.5万 | 12.0万股 | -1.1万股-9.34% | 减仓 |
 联合太平洋铁路UNP |
| 1.04% | 0.95% | $541.8万 | 2.0万股 | $490.5万 | 2.0万股 | -299股-1.48% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.98% | 0.46% | $510.3万 | 6.2万股 | $236.8万 | 3.1万股 | +3.1万股+97.90% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNHEQT |
| 0.96% | 1.38% | $504.2万 | 15.0万股 | $715.6万 | 22.7万股 | -7.7万股-33.83% | 减仓 |
| IiShares安硕信托IUSB |
| 0.94% | 0.5% | $490.5万 | 10.6万股 | $259.0万 | 5.6万股 | +5.0万股+89.57% | 加仓 |
 谷歌AGOOGL |
| 0.93% | 0.73% | $486.6万 | 1.4万股 | $379.7万 | 1.3万股 | +414股+3.14% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.9% | 0.86% | $468.7万 | 20.3万股 | $445.6万 | 19.2万股 | +1.1万股+5.60% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 1.05% | $432.6万 | 1.2万股 | $544.1万 | 1.9万股 | -6,721股-35.44% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 0.81% | 0.37% | $424.7万 | 4.3万股 | $194.0万 | 2.3万股 | +2.0万股+87.69% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.81% | 0.38% | $422.1万 | 5.3万股 | $196.5万 | 2.7万股 | +2.6万股+94.08% | 加仓 |
| PPacer基金信托COWZ |
| 0.81% | 1.13% | $421.3万 | 6.8万股 | $583.1万 | 9.3万股 | -2.5万股-27.33% | 减仓 |
| IiShares安硕信托IGRO |
| 0.8% | 1.08% | $418.4万 | 4.8万股 | $561.1万 | 6.7万股 | -1.9万股-28.95% | 减仓 |
| B贝莱德ETF信托DYNF |
| 0.72% | 0.65% | $377.7万 | 5.6万股 | $336.3万 | 5.8万股 | -2,263股-3.92% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.7% | 0.74% | $366.9万 | 3.1万股 | $382.0万 | 3.9万股 | -8,187股-20.98% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.69% | 0.8% | $362.6万 | 1.6万股 | $413.5万 | 2.0万股 | -3,614股-18.45% | 减仓 |
| F第一信托·UST LONG/SHORT EQUITY ETFFTLS |
| 0.65% | 0.95% | $339.5万 | 4.6万股 | $493.9万 | 7.0万股 | -2.4万股-34.48% | 减仓 |
| IiShares安硕IEMG |
| 0.64% | 0.26% | $333.2万 | 4.0万股 | $135.9万 | 1.9万股 | +2.1万股+106.39% | 加仓 |
| V先锋领航指数基金VUG |
| 0.62% | — | $325.1万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.6% | 0.3% | $316.1万 | 3.3万股 | $153.8万 | 1.7万股 | +1.6万股+92.67% | 加仓 |
 摩根大通交易所交易基金CET |
| 0.6% | 0.21% | $315.9万 | 6.3万股 | $110.4万 | 2.2万股 | +4.0万股+181.89% | 加仓 |
 埃克森美孚XOM |
| 0.56% | 0.58% | $295.1万 | 2.2万股 | $301.7万 | 1.8万股 | +3,806股+21.40% | 加仓 |
| SSTARBOARD INVT TRAGOX |
| 0.56% | 0.69% | $292.6万 | 8.4万股 | $355.7万 | 13.4万股 | -4.9万股-36.83% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.56% | 0.54% | $292.1万 | 7.1万股 | $280.4万 | 7.9万股 | -7,731股-9.81% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.54% | 0.4% | $280.2万 | 3.7万股 | $204.6万 | 3.0万股 | +6,933股+23.20% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.53% | 0.94% | $274.9万 | 3,459股 | $487.3万 | 6,694股 | -3,235股-48.33% | 减仓 |
 Meta平台META |
| 0.52% | 0.59% | $273.7万 | 4,859股 | $304.7万 | 5,325股 | -466股-8.75% | 减仓 |
 强生JNJ |
| 0.51% | 0.82% | $265.0万 | 1.0万股 | $425.0万 | 1.7万股 | -6,950股-39.98% | 减仓 |
